Horst & Graben Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.71M | Buy |
3,526
+30
| +0.9% | +$14.6K | 0.28% | 54 |
|
2025
Q1 | $1.86M | Buy |
3,496
+102
| +3% | +$54.3K | 0.33% | 46 |
|
2024
Q4 | $1.54M | Buy |
3,394
+118
| +4% | +$53.5K | 0.27% | 53 |
|
2024
Q3 | $1.51M | Buy |
3,276
+2
| +0.1% | +$921 | 0.27% | 49 |
|
2024
Q2 | $1.33M | Buy |
3,274
+114
| +4% | +$46.4K | 0.25% | 49 |
|
2024
Q1 | $1.33M | Buy |
3,160
+2
| +0.1% | +$841 | 0.27% | 47 |
|
2023
Q4 | $1.13M | Buy |
3,158
+83
| +3% | +$29.6K | 0.25% | 49 |
|
2023
Q3 | $1.08M | Hold |
3,075
| – | – | 0.27% | 41 |
|
2023
Q2 | $1.05M | Sell |
3,075
-26
| -0.8% | -$8.87K | 0.25% | 42 |
|
2023
Q1 | $957K | Sell |
3,101
-108
| -3% | -$33.3K | 0.24% | 48 |
|
2022
Q4 | $991K | Hold |
3,209
| – | – | 0.26% | 47 |
|
2022
Q3 | $857K | Buy |
3,209
+125
| +4% | +$33.4K | 0.24% | 49 |
|
2022
Q2 | $842K | Buy |
3,084
+637
| +26% | +$174K | 0.23% | 56 |
|
2022
Q1 | $864K | Buy |
2,447
+140
| +6% | +$49.4K | 0.21% | 55 |
|
2021
Q4 | $690K | Hold |
2,307
| – | – | 0.17% | 62 |
|
2021
Q3 | $630K | Hold |
2,307
| – | – | 0.17% | 61 |
|
2021
Q2 | $641K | Hold |
2,307
| – | – | 0.18% | 62 |
|
2021
Q1 | $589K | Sell |
2,307
-15
| -0.6% | -$3.83K | 0.19% | 69 |
|
2020
Q4 | $538K | Hold |
2,322
| – | – | 0.19% | 64 |
|
2020
Q3 | $494K | Sell |
2,322
-51
| -2% | -$10.9K | 0.19% | 61 |
|
2020
Q2 | $424K | Buy |
2,373
+109
| +5% | +$19.5K | 0.19% | 61 |
|
2020
Q1 | $414K | Buy |
+2,264
| New | +$414K | 0.22% | 52 |
|